Archive or restore a client

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You can archive a client that you no longer need. Archiving a client removes them from your navigation pane. 

To archive a client

  1. Open the client you wish to archive. 
  2. Select the ellipsis and click Archive client from the dropdown.
  3. Click Archive client.

To restore an archived client

  1. On the navigation pane select    Apply filters.
  2. From the dropdown of filters, select Archived
  3. Now your navigation will display all of your archived resources, and open the client you wish to restore. 
  4. Select the ellipsis and click Restore client from the dropdown.
  5. Click Restore client.

Tip

You can also archive and restore a client directly from the navigation pane. Hover over the client you wish to archive or restore, click   Ellipsis and select Archive or Restore from the dropdown.

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